How to transfer information to power bi on a hierarchical level?

Hi @Rachel r

I see that you're trying to identify levels of hierarchy, parent and child relationships from your sheet within Power BI. Happy to help with this.

There isn't current functionality to automatically identify hierarchical levels of parent or child, other than viewing the nesting within your sheet. Feel free to reach out to our Product Team to pass along this great suggestion by filling out your request here:

You could potentially achieve the desired effect however by creating a few additional helper columns that use hierarchical formulas to indicate nesting levels and parent rows. As an example of this you could create a column with Parent rows checked. Steps:

Create a Checkbox type column in your sheet titled "Check if Parent". Within row 1, use the formula, =IF(COUNT(CHILDREN()) > 0, 1, 0) and copy this down the column. If rows contain child rows beneath them, boxes will be checked indicating this:

You could also create another helper column to return the level of nesting for each row. Steps:

Create a Text Number type column in your sheet titled, "Nesting Level". Within row 1, use the formula, =COUNT(ANCESTORS()) and copy this down the column. This will return the hierarchical level for each row:

Additional guidance and information on using Hierarchy formulas can be found here: 

Have a wonderful day!

Kind regards,

Eric